Webster Street Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Webster Street Investment Advisors provides discretionary investment management to individuals, high‑net‑worth clients, and pension and profit‑sharing plans, overseeing about $113.7 million in client assets across roughly 56 accounts. The firm delivers ongoing portfolio oversight and regular client contact under written advisory agreements.
Investment strategies are built around low‑cost, diversified mutual funds and ETFs, with the option to use individual stocks, bonds, or structured notes when a client’s plan calls for them; the firm applies fundamental analysis and a primarily long‑term orientation while allowing shorter‑term trades for rebalancing or specific client needs. Webster Street emphasizes customized asset allocation, portfolio construction and continuous monitoring tailored to each client’s goals and risk tolerance.
Distinctive aspects include a small, senior team with industry credentials (CFA and CFP/CFS designations) and a stated minimum relationship size of $500,000 (waivable), which—given the firm’s client count and AUM—suggests a concentration of larger accounts. The firm is also in the process of transitioning to SEC registration as assets have grown and maintains an institutional custody relationship that provides platform services to support its advisory operations.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.75% annually
Account minimum: $500,000 Fee-only: Investment management fees based on tiered schedule as detailed in fee_tiers
Main office
Philadelphia PA
Advisors at this office
2
Most active in
Louisiana · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dave H
CFA®, Series 63, Series 65
Philadelphia, PA
Webster Street Investment Advisors LLC
Dave Huting is a CFA charterholder and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including 16 years at PNC Capital Markets, Inc., before joining Webster Street Investment Advisors LLC in 2018. He is based in Philadelphia, PA. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans, overseeing about $113.7 million in client assets. The firm uses low-cost, diversified mutual funds and ETFs along with individual securities as appropriate, employing fundamental analysis and a primarily long-term approach tailored to each client’s goals and risk tolerance.
Mark R
CFP®, Series 65
Philadelphia, PA
Webster Street Investment Advisors LLC
Mark Rioboli is a CFP® and Series 65 accredited financial advisor with 22 years of industry experience. He has worked at Webster Street Investment Advisors LLC since 2025 and previously held roles at Modera Wealth Management, LLC and Independence Advisors, LLC. Webster Street Investment Advisors provides discretionary investment management to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on low-cost, diversified mutual funds and ETFs, applying fundamental analysis and a long-term orientation while customizing asset allocation and portfolio monitoring to each client’s goals and risk tolerance.
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